What are the responsibilities and job description for the Account Executive position at Watsco Inc.?
Required Qualifications
• Bachelor’s degree in Business, Marketing, or a related field, advance degree preferred.
• Proven experience as a Sales Executive, Account Manager, or similar role.
• Proven track record of bringing in new business
• Strong understanding of HVAC and construction market, along with the sales process in the construction segment.
• Excellent communication, negotiation, and interpersonal skills.
• Ability to manage multiple clients and projects simultaneously.
• Proficiency in CRM software and Microsoft Office Suite, Salesforce preferred.
• Strong analytical and problem-solving skills.
• Ability to work independently and as part of a team.
Preferred Qualifications
• Experience in HVAC industry
• Strong network in the HVAC industry and strong contacts with builders in new construction.
Qualifications:
The Account Executive will be responsible for driving sales and margin growth by identifying and recruiting new business opportunities, managing client relationships, and ensuring customer satisfaction. This role requires an inspiring people leader who is proactive and has strong HVAC sales acumen, excellent communication skills, and the ability to thrive in a fast-paced environment. The Account Executive will be comfortable with up to 80% plus time in the field and have a proven track record of
success in HVAC industry.
Duties and Responsibilities
Sales/Margin and Business Development:
• Identify and pursue new business opportunities to achieve sales and margin targets.
• Develop and implement strategic sales plans to expand the customer base.
• Conduct market research to identify potential clients and understand their needs.
• Ability to present and manage Watsco Ventures and digital programs.
• Maintain awareness of all HVAC contractors in defined territory and develop relationships with all key influencers/decision makers of each target contractor
• Participate in HVAC and refrigeration seminars and local associations.
• Convert new factory authorized dealers and close non-performing accounts.
Client Relationship Management:
• Build and maintain strong relationships with clients and serve as the primary point of contact, addressing their needs and concerns promptly and effectively.
• Conduct regular meetings and presentations to showcase our products/services.
• Reinforce the FAD rules of engagement and regularly present scorecards and YTD sales results.
Sales Process Management:
• Manage the entire sales process from lead generation to closing deals.
• Prepare and deliver compelling sales presentations and proposals.
• Collaboration and Coordination:
• Work closely with internal teams, assigned Account Manager(s), marketing, product development, order management, technical services and pricing, to ensure client satisfaction.
• Collaborate with the marketing team to develop sales materials and campaigns.
Reporting and Analysis:
• Monitor and analyze sales and margin performance in Salesforce and BI
• Prepare regular reports on sales activities, pipeline status, and revenue forecasts.
• Provide insights and recommendations based on data analysis to improve sales strategies.
• Reviews monthly team accounts with Account Manager
In addition to the above responsibilities, this individual is held accountable for all other duties as assigned.